Customizing vTiger CRM for Your Business

April 30, 2015
Every business can benefit from having the right customer relationship management software. Unfortunately, many businesses settle for a standard installation that doesn’t really fit their needs. This results in data management that doesn’t always work. vTiger CRM customization helps make your business more efficient so you can grow your sales without wasting time.   vTiger CRM Customizations Improve Efficiency   Although vTiger CRM is a powerful platform, it doesn’t do everything you want out of the box. Since your business is unique, you need custom solutions that work for you. With a few customizations, you can improve all your processes and get closer to your goals. Just about everything within vTiger is fully customizable, from the look and feel to the most advanced functions. You can customize account settings, fields, automation, data organization, and much more. Whether you want to add new fields, configure outgoing emails, organize your data and

Release the Full Power of vTiger CRM with Custom vTiger Extensions

April 28, 2015
If you want to get the most out of your business, you need the best in customer relationship management. The vTiger CRM suite is one of the most powerful ways to keep track of all your leads, sales, and customers. However, it doesn’t always meet your business’s needs right out of the box. In order to get the full power of vTiger CRM, you need to have the right vTiger extensions.   vTiger Extensions Help You Do More Every business has unique goals and different ways of operating. That’s why a standard vTiger installation often won’t give you everything you need. With custom vTiger extensions, you can turn your CRM into an individualized platform that will improve your efficiency and grow your sales. There are a wide variety of vTiger extensions available to help bring your CRM up to speed. vTiger extensions allow your business to integrate other programs into

vTiger Product & Service Lookup

April 24, 2015
When it comes to quotes and orders, your business can’t afford to make any mistakes. You also can’t afford to waste any time. You’re already using vTiger CRM because of the power it gives you to organize all of your leads and sales. In most cases, a standard implementation of vTiger just isn’t enough to get the job done. Even the slightest mistake in an order or quote can cost your business a ton of money. Creating accurate quotes takes up a lot of time and energy. Fortunately, vTiger Product & Service Lookup can improve the process and help you get the most out of your CRM.   Improve Accuracy with vTiger Product & Service Lookup vTiger Product & Service Lookup is designed so you can create more accurate quotes, invoices, and purchase orders in less time. This powerful extension lets you find products and services easily without navigating elsewhere or

vTiger Document Preview

April 22, 2015
Today’s business world moves at the speed of light. If you want to get the most out of your company, you need to be able to keep up with the pace. That’s why you use vTiger CRM in the first place. However, if you are still handling your documents the old-fashioned way, then you are wasting valuable business time that could cost you money and customers. The ability to preview your documents before sending them to your customers or team members is vital to the efficiency of your business. If you don’t take the time to look over your documents and check for mistakes, you could end up losing your sales. In a standard vTiger installation, you need to download or open each document outside of the system in order to look over it. This takes a lot of extra time and wastes precious company resources. It’s time you start

Improve Your Data with vTiger Google Address Lookup

April 20, 2015
Having accurate data is essential for maximizing your business potential. If your vTiger CRM data is filled with errors and inconsistencies, then your customer relationships could suffer. One important aspect of your CRM data is having the correct address associated with the correct customer. When the address is outdated or inaccurate, then you may end up losing sales or shipping a product to the wrong person. Manually checking and fixing all of your vTiger CRM addresses can be a big pain. Your business can’t afford to spend the time on these manual checks that will inevitably result in more errors. Luckily, this process can be automated to meet your needs.   Accurate and Instant Addresses with vTiger Google Address Lookup With vTiger Google Address Lookup, you can ensure the accuracy of all your customer data. This powerful extension will automatically check addresses with Google Maps and update when necessary. Having all

Merging Duplicate Data in vTiger CRM with Tools Like vTiger Duplicate Check & Merge

April 16, 2015
To get the most out of your vTiger CRM platform, you need to keep your data as accurate as possible. Having duplicate entries and any inconsistencies can throw off all of your numbers. That’s why it’s important to keep your data clean and check it on a regular basis. Over time, your vTiger CRM may become polluted with duplicate data and inaccuracies. When this happens, it can be difficult to maintain control over your customer relationships. This can mean lost leads and fewer conversions. Regular maintenance of your data to prevent these duplicate entries and other errors is essential.   vTiger Duplicate Check & Merge Improves Your Data   When you have a duplicate entry, you need to be able to merge that data. If this isn’t done properly, you can end up losing everything you’ve collected. Of course, manually checking and fixing your data isn’t really feasible. Fortunately, tools